Cerity Partners’s AdvisorShares Focused Equity ETF CWS Stock Holding History

Cerity Partners’s Portfolio CWS Stock Details CWS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$461K	Sell	7,118 -3,082	-30%	-$210K	﹤0.01%	2346
2025 Q4	$701K	Hold	10,200	–	–	﹤0.01%	1889
2025 Q3	$700K	Sell	10,200 -200	-2%	-$13.8K	﹤0.01%	1773
2025 Q2	$728K	Hold	10,400	–	–	﹤0.01%	1675
2025 Q1	$681K	Sell	10,400 -100	-1%	-$6.62K	﹤0.01%	1604
2024 Q4	$680K	Hold	10,500	–	–	﹤0.01%	1596
2024 Q3	$722K	Hold	10,500	–	–	﹤0.01%	1574
2024 Q2	$653K	Sell	10,500 -3,507	-25%	-$218K	﹤0.01%	1411
2024 Q1	$892K	Buy	14,007 +600	+4%	+$36.5K	﹤0.01%	1328
2023 Q4	$795K	Sell	13,407 -750	-5%	-$40.4K	﹤0.01%	1068
2023 Q3	$739K	Sell	14,157 -400	-3%	-$21.7K	﹤0.01%	844
2023 Q2	$785K	Sell	14,557 -536	-4%	-$27.4K	﹤0.01%	1000
2023 Q1	$768K	Sell	15,093 -207	-1%	-$10.3K	﹤0.01%	1096
2022 Q4	$728K	Buy	+15,300	New	+$700K	﹤0.01%	792

Other funds holding CWS

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MAC

Mason & Associates (California) Los Angeles, California $516M AUM 19.85% 1-Year Est. Return

SWP

Stone Wealth Partners Lafayette, Louisiana $137M AUM

SPC

Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return

Cerity Partners's CWS Position: Q1 2026 in Review

Cerity Partners reduced its AdvisorShares Focused Equity ETF (CWS) stake by 30% in Q1 2026, selling an estimated $210K and leaving 7,118 shares worth $461K. The position accounts for ﹤0.01% of the portfolio, ranked #2346.

Cerity Partners first reported a position in CWS in Q4 2022 and has held it in 14 quarters since. The position peaked at $892K in Q1 2024. 56 funds tracked by Wall St. Rank hold CWS as of Q1 2026.

Cerity Partners held 7,118 shares of AdvisorShares Focused Equity ETF worth $461K as of Q1 2026.
Cerity Partners sold 3,082 AdvisorShares Focused Equity ETF shares in Q1 2026, an estimated $210K.
AdvisorShares Focused Equity ETF made up ﹤0.01% of Cerity Partners's portfolio in Q1 2026, its #2346 holding.
Cerity Partners first reported a position in AdvisorShares Focused Equity ETF in Q4 2022 and has held it in 14 quarters since.
Cerity Partners's AdvisorShares Focused Equity ETF position peaked at $892K in Q1 2024.
56 funds tracked by Wall St. Rank held AdvisorShares Focused Equity ETF as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.